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Tealwood Asset Management’s Otis Worldwide OTIS Stock Holding History

Tealwood Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
19,194
+81
+0.4% +$6.05K 0.53% 96
2026
Q1 		$1.47M Buy
19,113
+6,739
+54% +$590K 0.67% 81
2025
Q4 		$1.08M Sell
12,374
-3,434
-22% -$307K 0.49% 100
2025
Q3 		$1.45M Sell
15,808
-36
-0.2% -$3.27K 0.58% 88
2025
Q2 		$1.57M Buy
+15,844
New +$1.53M 0.7% 68

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tealwood Asset Management's OTIS Position: Q2 2026 in Review

Tealwood Asset Management increased its Otis Worldwide (OTIS) stake by 0.42% in Q2 2026, buying an estimated $6.05K and bringing the position to 19,194 shares worth $1.37M. The position accounts for 0.53% of the portfolio, ranked #96.

Tealwood Asset Management first reported a position in OTIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q2 2025. 388 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Tealwood Asset Management held 19,194 shares of Otis Worldwide worth $1.37M as of Q2 2026.
  • Tealwood Asset Management bought 81 Otis Worldwide shares in Q2 2026, an estimated $6.05K.
  • Otis Worldwide made up 0.53% of Tealwood Asset Management's portfolio in Q2 2026, its #96 holding.
  • Tealwood Asset Management first reported a position in Otis Worldwide in Q2 2025 and has held it in 5 quarters since.
  • Tealwood Asset Management's Otis Worldwide position peaked at $1.57M in Q2 2025.
  • 388 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.